Heritage Oak Wealth Advisors LLC Vaneck ETF Tr Semiconductor Et Transaction History

Heritage Oak Wealth Advisors LLC

  • $275 Billion
  • Q3 2025

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Vaneck ETF Tr Semiconductor Et stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 5,709 shares of SMH stock, worth $1.97 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
5,709
Previous 5,803 1.62%
Holding current value
$1.97 Million
Previous $1.62 Billion 15.13%
% of portfolio
0.68%
Previous 0.62%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
SELL
$275.84 - $326.36 $25,928 - $30,677
-94 Reduced 1.62%
5,709 $1.86 Billion
Q2 2025

Jul 15, 2025
SELL
$179.95 - $278.88 $3,059 - $4,740
-17 Reduced 0.29%
5,803 $1.62 Billion
Q1 2025

Apr 28, 2025
SELL
$211.47 - $267.17 $340,678 - $430,410
-1,611 Reduced 21.68%
5,820 $1.23 Billion
Q4 2024

Feb 05, 2025
BUY
$238.25 - $261.28 $1.77 Million - $1.94 Million
7,431 New
7,431 $1.8 Billion
Q2 2024

Aug 28, 2024
BUY
$199.21 - $276.76 $1.16 Million - $1.61 Million
5,817 New
5,817 $1.52 Billion

Others Institutions Holding SMH

# of Institutions
1,264
Shares Held
47M
Call Options Held
22.6M
Put Options Held
44M
View Full List

About VANECK ETF TR SEMICONDUCTOR ET

SMH Quotes by TradingView
  • Ticker SMH
  • Sector ETFs
  • Industry ETFs
More about SMH
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